Platform adds inter-generational wealth transfer options
- Tuesday, 22 January 2019
- Articles
Platform provider Zurich has added a junior ISA and pension to its platform in a move to target “impending baby boomer wealth transfer.”
Read more...Thousands paying tax needlessly on inherited ISA cash
- Thursday, 03 January 2019
- Articles
Thousands of bereaved partners could be paying tax unnecessarily on ISA savings they inherit from loved ones, platform provider Zurich has warned.
Read more...James Hay boosts support to advisers with new hires
- Tuesday, 11 December 2018
- Articles
Retirement wealth planning platform, James Hay, has strengthened its sales team with new appointments.
Read more...Zurich warns planners may face drawdown ‘capacity crunch’
- Tuesday, 04 December 2018
- Articles
Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.
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